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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Steven Krupica

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Steven Krupica

Steven Krupica, CFP, CIM, RRC

Portfolio Manager, Investment Advisor

(416) 594-8667
steven.krupica@cibc.com

Steven Krupica spent over a decade as a Financial Planning Consultant (FPC) within CIBC before coming to CIBC Wood Gundy in 2010 to lead his own team. Through the Krupica Financial Group of wealth specialists, he now works to provide highly customized portfolios and financial services to affluent families and business owners.

 

Steven has been working in the investment industry since 1992, and became a Portfolio Manager in 2013. Over the years, he has attained a number of industry designations that include Certified Financial Planner (CFP), Canadian Investment Manager (CIM) and Registered Retirement Consultant (RRC). He is also licensed to advise on Options and Insurance Solutions. 

 

Steven has been married to his wife Caroline for over 20 years and they are the proud parents of six children.

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Our team

 

Steven Krupica, CFP, CIM, RRC

Portfolio Manager
Investment Advisor
 

Andrew Bosomworth, B.Comm., CIM

Associate Investment Advisor
Portfolio Manager
 

Warren Lo, CFP, CFA, MBA

Associate Investment Advisor
Portfolio Manager
 

Andrea Walker

Client Associate
 

Stephanie Livingston

Client Associate
 

Osama Arifullah

Financial Associate
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Address

150 Bloor Street West
Suite 501
Toronto, ON M5S 2X9
Telephone number: (416) 594-8667
Toll-free: 1 (888) 322-2822
Fax: (416) 369-8501

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.